JABIL INC

JBL · Technology · $32.5B mkt cap · FY2025 filings · Narrow moat

On the watchlist

Narrow moat

The four filters

Pricing power25

Median gross margin 8.1% over 10y, very stable.

Returns on capital90

Median ROIC 18.4%, above the 9% hurdle in 90% of years.

Balance-sheet safety93

Net debt/EBITDA 0.5x, no material interest expense disclosed.

Capital discipline100

Owner earnings +14.6%/yr, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

109% above value

Owner earnings (normalized): $863.0M
Est. intrinsic value / share: $144.53
Recent price: $302.19
Discount to value: 109% above value

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell JBL. See the disclaimer.